TWM
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Thrive Wealth Management’s General Dynamics GD Stock Holding History

Thrive Wealth Management’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$604K Sell
1,820
-16
-0.9% -$5.94K 0.08% 118
2026
Q2 		$651K Sell
1,836
-82
-4% -$28.1K 0.08% 114
2026
Q1 		$658K Sell
1,918
-248
-11% -$88K 0.1% 99
2025
Q4 		$729K Buy
2,166
+7
+0.3% +$2.39K 0.11% 99
2025
Q3 		$736K Buy
2,159
+7
+0.3% +$2.21K 0.11% 102
2025
Q2 		$628K Buy
2,152
+150
+7% +$41.3K 0.1% 106
2025
Q1 		$546K Buy
2,002
+41
+2% +$10.7K 0.1% 107
2024
Q4 		$517K Sell
1,961
-99
-5% -$28.5K 0.09% 116
2024
Q3 		$622K Sell
2,060
-20
-1% -$5.88K 0.11% 94
2024
Q2 		$604K Sell
2,080
-181
-8% -$53K 0.12% 96
2024
Q1 		$639K Sell
2,261
-224
-9% -$59.9K 0.13% 93
2023
Q4 		$645K Buy
2,485
+77
+3% +$18.8K 0.14% 89
2023
Q3 		$532K Buy
2,408
+126
+6% +$27.9K 0.14% 95
2023
Q2 		$491K Sell
2,282
-130
-5% -$28.1K 0.13% 98
2023
Q1 		$551K Buy
2,412
+401
+20% +$92.7K 0.14% 91
2022
Q4 		$499K Buy
2,011
+190
+10% +$46.3K 0.14% 88
2022
Q3 		$386K Buy
1,821
+303
+20% +$68.5K 0.14% 97
2022
Q2 		$336K Sell
1,518
-27
-2% -$6.21K 0.12% 107
2022
Q1 		$373K Sell
1,545
-181
-10% -$40.2K 0.11% 108
2021
Q4 		$360K Buy
+1,726
New +$349K 0.12% 107

Other funds holding GD

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Thrive Wealth Management's GD Position: Q3 2026 in Review

Thrive Wealth Management reduced its General Dynamics (GD) stake by 0.87% in Q3 2026, selling an estimated $5.94K and leaving 1,820 shares worth $604K. The position accounts for 0.08% of the portfolio, ranked #118.

Thrive Wealth Management first reported a position in GD in Q4 2021 and has held it in 20 quarters since. The position peaked at $736K in Q3 2025. 136 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Thrive Wealth Management held 1,820 shares of General Dynamics worth $604K as of Q3 2026.
  • Thrive Wealth Management sold 16 General Dynamics shares in Q3 2026, an estimated $5.94K.
  • General Dynamics made up 0.08% of Thrive Wealth Management's portfolio in Q3 2026, its #118 holding.
  • Thrive Wealth Management first reported a position in General Dynamics in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's General Dynamics position peaked at $736K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.